WealthForge Holdings Revenue, Growth & Competitor Profile

Company Profile & Annual Report for WealthForge Holdings

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WealthForge Holdings Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	551112 Offices of Other Holding Companies
Address	Wealthforge Holdings, Inc. Suite 102 3015 W. Moore Street, VA 23230

Note: Revenues for privately held companies are statistical evaluations.


WealthForge Holdings's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • WealthForge Holdings's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • WealthForge Holdings is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

WealthForge Holdings Annual Revenue and Growth Rate

WealthForge Holdings	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: WealthForge Holdings's revenues are gauged from an analysis of company filings.

WealthForge Holdings's Income Statement (based on Industry Averages)

WealthForge Holdings P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that WealthForge Holdings is developing and marketing. WealthForge Holdings doesn't have any recent trademark applications, indicating WealthForge Holdings is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ALTIGO Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions	08/03/2018
WHERE CAPITAL GOES, PROGRESS FOLLOWS Financial services, namely, securities broker-dealer services in the nature of security brokerage, securities broker-dealer syndication services in the nature of security brokerage, trading of securities and municipal securities, business fundraising and crowd funding services in the nature of providing financing from money collected from individuals, facilitating and arranging for the financing of startup and existing business and projects; private placements of hedge funds, private equity funds, securities and derivatives for others; providing on-line business fundraising and crowd funding services in the nature of providing financing from money collected from individuals	04/22/2016
WEALTHFORGE NETWORK Provision of Financial Information; Providing financial intermediaries and investors with financial information; Providing financial information, namely, providing specific information regarding a potential private placement offering to a network of financial intermediaries and investors; Information, advisory, consultancy and research services relating to finance and investments; Financial services, namely, providing information in the fields of currency, commodities, financial derivatives, interest rate products and equities via the internet and intranet systems; Providing information regarding a private placement offering of equity or debt securities; Financial services, namely, assisting others with the completion of financial transactions for securities via a platform that allows issuers and intermediaries seeking help in raising capital to bring their offering to a network of financial intermediaries who are interested in selling private placement offerings to their investors	03/07/2016

See all trademarks and details in the Full Report.

Market Share of WealthForge Holdings's Largest Competitors

A competitive analysis shows these companies are in the same general field as WealthForge Holdings, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to WealthForge Holdings. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CARY STREET PARTNERS	Richmond, VA	100
MATRIX CAPITAL MARKETS GROUP	Richmond, VA	24
WEALTHFORGE HOLDINGS	3015 W. Moore Street, VA	23
SALOMON & LUDWIN	Richmond, VA	7
THOMPSON DAVIS ASSET MANAGEMENT	Richmond, VA	6
INVESTMENT MANAGEMENT OF VIRGINIA	Richmond, VA	6

Future Competition: WealthForge Holdings's Fastest Growing Competitors

These companies are in the same general field as WealthForge Holdings and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)